American Trust Investment Services, Inc.

Overview

American Trust Investment Services, Inc. is a corporation that has been SEC-registered since 1969 and is classified in the source data as both an investment bank and an independent broker-dealer. Ownership is reported as a combination of a domestic entity and an individual. The firm is not identified as a capital allocator and does not self-report activity as an ESG investor, a multi-state adviser, a pension consultant, or a related adviser. FINTRX records provide minimal detail about the company's business model beyond its regulatory and organizational descriptors. Fields for fee structure, advisory activities, and client demographics were not populated in the source data, so there is no firm-level disclosure of the services it offers, its target client segments, or how it charges for services.

Assets & Accounts

Location & Offices